BankPlus Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

BankPlus Wealth Management’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.34M	Sell	14,191 -2,476	-15%	-$235K	0.58%	28
2026 Q2	$1.59M	Sell	16,667 -1,463	-8%	-$140K	0.72%	23
2026 Q1	$1.74M	Buy	18,130 +3,380	+23%	+$324K	0.9%	20
2025 Q4	$1.42M	Buy	14,750 +4,295	+41%	+$413K	0.78%	22
2025 Q3	$1.01M	Buy	10,455 +1,444	+16%	+$138K	0.59%	27
2025 Q2	$863K	Buy	9,011 +484	+6%	+$46.2K	0.57%	32
2025 Q1	$818K	Buy	8,527 +220	+3%	+$21K	0.6%	29
2024 Q4	$789K	Buy	+8,307	New	+$791K	0.59%	30

Other funds holding LDUR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

BankPlus Wealth Management's LDUR Position: Q3 2026 in Review

BankPlus Wealth Management reduced its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 15% in Q3 2026, selling an estimated $235K and leaving 14,191 shares worth $1.34M. The position accounts for 0.58% of the portfolio, ranked #28.

BankPlus Wealth Management first reported a position in LDUR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q1 2026. 14 funds tracked by Wall St. Rank hold LDUR as of Q3 2026.

BankPlus Wealth Management held 14,191 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $1.34M as of Q3 2026.
BankPlus Wealth Management sold 2,476 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q3 2026, an estimated $235K.
PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 0.58% of BankPlus Wealth Management's portfolio in Q3 2026, its #28 holding.
BankPlus Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $1.74M in Q1 2026.
14 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.